BAFFLIN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BAFFLIN FOUNDATION (EIN 05-0454795)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-14
- IRS object ID
- 201731349349100513
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-14T14:34:49-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050262309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINCKLEY ALLEN & SNYDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST SUITE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050454795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAFFLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAFF | BusinessNameControlTxt |
| Phone | 4012742000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVER100 WESTMINSTER NO 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL A SILVER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4012742000 | PhoneNum |
| Signature | 2017-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A SILVER | PreparerPersonNm |
| PTIN | P01059918 | PTIN |
| Phone | 4012742000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.77.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-14 | IPDt |
| IP Tm | 15:31:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CC2A7515A13317A59203CDAD393599F29706DE73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4B2735969DDFC1D2C95B199B8651581FA74495E7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,206,158 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $427,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $427,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$61,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,692,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $381,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $442,895 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $116,264 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,252 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $93,012 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $780 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $780 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,333 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,003 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $855 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $940,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $940,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,085,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,033,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$704,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,672 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $218,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,691 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,734,381 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,733,768 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,807,269 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,009,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,380,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,077,383 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $207,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $229,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,815 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,169,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,464,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,206,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $18,169,754 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,464,906 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,169,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,464,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,169,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,464,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,169,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$704,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,465,609 | SubtotalAmt |
| Other Decreases | $703 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,464,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GMO SHARE REDEMPTION | P | 2005-12-29 | 2016-03-10 | $300,396 | $382,267 | -$81,871 | -$81,871 |
| GMO SHARE REDEMPTION | P | 2005-12-29 | 2016-12-06 | $100,150 | $120,906 | -$20,756 | -$20,756 |
| BOA-US TRUST ST | P | 2016-01-01 | 2016-12-22 | $886,009 | $886,009 | $0 | $0 |
| BOA-US TRUST LT | P | 2015-01-01 | 2016-05-26 | $395,220 | $364,786 | $30,434 | $30,434 |
| CAPITAL GAINS DIVIDENDS | P | $10,313 | $10,313 | $10,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$61,880 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $983,045 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,239,810 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048570 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,127,930 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,337,297 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052862 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $797,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,975,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038040 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $595,060 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,285,754 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032542 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $899,046 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,741,454 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047971 | DistributionYr5Rt |
| Total Distribution | 0.219985 | TotalDistributionRt |
| Average Distribution | 0.043997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,756,658 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $825,237 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,917 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $829,154 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,033,937 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,083 | OverpaymentAmt |
| Applied To ES Tax | $4,083 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL A SILVER ESQ | IndividualWithBooksNm |
| Phone | 4012742000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST SUITE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL A SILVER | ||||||||
| 100 WESTMINSTER ST STE 1500 | PROVIDENCE | RI | 02903 | DIRECTOR/SECRETARY | 4.00 | $58,132 | $0 | $0 |
| MICHAEL M EDWARDS | ||||||||
| 40 RIDGEWOOD ROAD | ATTLEBORO | MA | 02703 | DIRECTOR/TREASURER | 4.00 | $58,132 | $0 | $0 |
| JOACHIM A WEISSFELD | ||||||||
| 100 WESTMINSTER ST STE 1500 | PROVIDENCE | RI | 02903 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,718,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $323,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,042,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,042,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $285,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,756,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $937,833 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $937,833 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,917 | TotalTaxAmt |
| Distributable Before Adj | $933,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $933,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $933,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,033,937 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,033,937 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,917 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,030,020 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $933,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $528,317 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,033,937 | QualifyingDistributionsAmt |
| Applied To Year1 | $528,317 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $505,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $428,296 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL A SILVER ESQ SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST STE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4012742000 | RecipientPhoneNum |
| Recipient Email Address | PSILVER@HINCKLEYALLEN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIAL FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CURRENT PRIMARY CHARITABLE FIELDS INCLUDE ART MUSEUMS AND THE PRESERVATION OF LAND AND WILDLIFE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BUZZARDS BAY COALITION | ||||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | PROGRAM SUPPORT | $35,000 | |
| CARLISLE CONSERVATION FOUNDATION | ||||||||
| PO BOX 300 | CARLISLE | MA | 01741 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| CLARK ART INSTITUTE | ||||||||
| THE EXPLORERS CLUB 46 EAST 70TH | NEW YORK | NY | 10021 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 | STREET |
| DECORDOVA SCULPTURE PARK | ||||||||
| 51 SANDY POND ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| FORT WILLIAMS PARK FOUNDATION | ||||||||
| PO BOX 6260 | CAPE ELIZABETH | ME | 04107 | NONE | PUBLIC | PROGRAM SUPPORT | $16,950 | |
| GEORGES RIVER LAND TRUST | ||||||||
| 8 NORTH MAIN STREET SUITE 200 | ROCKLAND | ME | 04841 | NONE | PUBLIC | PROGRAM SUPPORT | $35,000 | |
| GREATER WORCESTER LAND TRUST | ||||||||
| 4 ASH STREET | WORCESTER | MA | 016082156 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| GREENBELT | ||||||||
| 82 EASTER AVENUE | ESSEX | MA | 01929 | NONE | PUBLIC | SUPPORT AND PRESERVATION | $75,000 | |
| KESTREL LAND TRUST | ||||||||
| PO BOX 1016 | AMHERST | MA | 01004 | NONE | PUBLIC | SUPPORT AND PRESERVATION | $10,000 | |
| LOWELL HUMANE SOCIETY | ||||||||
| 951 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PUBLIC | PROGRAM SUPPORT | $8,000 | |
| MANCHESTER LAND CONSERVATION TR | ||||||||
| 20 HARTFORD ROAD | MANCHESTER | CT | 06040 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| MOUNT GRACE LAND CONSERVATION TR | ||||||||
| 1461 OLD KEENE ROAD | ATHOL | MA | 013319734 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| NEW ENGLAND FORESTRY FOUNDATION | ||||||||
| PO BOX 1346 32 FOSTER STREET | LITTLETON | MA | 01460 | NONE | PUBLIC | SUPPORT TO PROTECT COASTAL LANDS IN LITTLE COMPTON | $50,000 | |
| RHODE ISLAND SCHOOL OF DESIGN MUSEUM | ||||||||
| 224 BENEFIT STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 | |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | ||||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| WATERTOWN LAND TRUST | ||||||||
| PO BOX 382 | WATERTOWN | CT | 06795 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| WINTONBURY LAND TRUST | ||||||||
| PO BOX 734 | BLOOMFIELD | CT | 06002 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| WYNDHAM LAND TRUST (TO PURCHASE LAND) | ||||||||
| PO BOX 302 | POMFRET CENTER | CT | 06259 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| ANDOVER VILLAGE IMPROVEMENT SOCIETY | ||||||||
| PO BOX 5097 | ANDOVER | MA | 01810 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 | |
| COLCHESTER LAND TRUST | ||||||||
| PO BOX 93 | COLCHESTER | CT | 06415 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| CONCORD LAND CONSERVATION TRUST | ||||||||
| PO BOX 141 | CONCORD | MA | 017420141 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| THE GREATER WORCESTER LAND TRUST | ||||||||
| FOUR ASH STREET | WORCESTER | MA | 016082156 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| GROTON OPEN SPACE ASSOCIATION | ||||||||
| PO BOX 9187 | GROTON | CT | 063409187 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HADDAM LAND TRUST | ||||||||
| PO BOX 66 | HADDAM | CT | 06438 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| HARWICH CONSERVATION TRUST | ||||||||
| PO BOX 101 | SOUTH HARWICH | MA | 02661 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| MADISON LAND CONSERVATION TRUST | ||||||||
| PO BOX 561 | MADISON | CT | 06443 | NONE | PUBLIC | PROGRAM SUPPORT | $5,975 | |
| MASS AUDUBON | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 | |
| NORTHEAST WILDERNESS TRUST | ||||||||
| 17 STATE STREET SUITE 302 | MONTPELIER | VT | 05602 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| SOUTH KINGSTOWN LAND TRUST | ||||||||
| 227 ROBINSON STREET | WAKEFIELD | RI | 02879 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| SOUTHEAST LAND TRUST OF NEW HAMPSHIRE | ||||||||
| PO BOX 675 | EXETER | NH | 03833 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| WATERFIRE PROVIDENCE | ||||||||
| 101 REGENT AVENUE | PROVIDENCE | RI | 02908 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $940,925 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $427,764 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$61,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $381,015 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,015 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $15,380,813 | EOYBookValueAmt |
| EOYFMV | $17,077,383 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,733,768 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,807,269 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FOREIGN CURRENCY | AT COST | $104,369 | $121,716 |
| INTERNATIONAL REAL ESTATE FUND | AT COST | $125,265 | $79,099 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HINCKLEY, ALLEN & SNYDER LLP | CategoryTxt |
| Legal Fees | $780 | LegalFeesAmt |
| Net Investment Income | $780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT | Desc |
| Amt | $703 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POWERSHARES DB USD INVEST EXP | Desc |
| Revenue And Expenses Per Books | $855 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $855 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OF AMERICA NONDIVD DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $15,131 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,131 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK OF AMERICA | $2,787 | $2,787 | $0 |
| GMO | $546 | $546 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID - 2016 BOA | $3,057 | $3,057 | $0 |
| FOREIGN TAX PAID - 2016 GMO | $15,093 | $15,093 | $0 |
| EXCISE TAX - 2016 ESTIMATES | $4,853 | $4,853 | $0 |